Assistant Relationship Manager

2 months ago

Perth, Australia Bank of Queensland Full time

**About the Role**
A Perth based opportunity has become available, as part of BOQ Specialist, as a Relationship Manager

The purpose of this role is to deliver on our acquisition and distribution strategy through new client acquisition and deepening the relationship with our existing clients. The role will be responsible for achieving individual sales and growth targets whilst providing exceptional customer service to our core client base.

You will be responsible for looking after your customers banking needs, opening transaction accounts, credit cards, and assisting with home loan retention and management.
- Supporting the Senior Relationship Manager with managing their existing residential lending portfolio consisting of medical and dental professionals, including existing contracts and annual reviews.
- Working collaboratively within the national student and graduates team to assist in developing a portfolio of new clients
- Engage with existing students and graduates to assist with banking solutions (Retention)
- Promote and sell our student and graduate packages to our core clients, including meeting clients at events, universities and/or place of work to conduct interviews and determine financial position and objectives.
- Discuss options for the client and develop tailored solutions. (Cross sell credit card and overdraft included in the student and graduate packages)
- Consistently meet and/or exceed individual volume targets and performance objectives.
- Attend state and national events within universities and hospitals
- Ability to deliver to tight deadlines and high expectations in a pressurized environment
- Ability to quickly build rapport with customers and engage with customers to better understand customer needs and use this to shape retention opportunities
- Partner with the Assistant Relationship Manager to coordinate prioritisation of workflow and delegate accordingly, as well as play an active part in their learning and development

**About you**
- Degree would be preferable, but tangible experience most valued
- Demonstrated aptitude for Banking, Finance and Industry niches
- Strong sales track record
- Understanding of credit, risk and security
- Understanding of contracts and documentation

**About Us**
Bank of Queensland Group is a truly unique group of challenger brands providing a genuine alternative to Australian financial services customers and employees - with a multi-brand proposition.

BOQ’s Inclusion vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.

Since 2021 BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).

**Our Benefits**
- Flexible working arrangements
- Discounted financial products
- Salary sacrificing options
- Paid parental leave with no minimum
- Paid volunteer days
- Purchase annual leave
- Discounted private health insurance plan
- Employee Assistance Program (EAP)
- 5 employee diversity network groups focusing on: First Nations Reconciliation Council, Proudly ME (LGBTQIA+), Multicultural, Gender and Early Career
- BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index

**How to Apply**

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Reference: BOQ02856

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